Tax Forms Library - View
Browse the IRS Tax Forms Library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS.
IRS Tax Publications Library - View
Browse the IRS Tax Publications Library to read tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.
Client Tax Organizer - Acrobat Format - MS Word Format
A tax organizer can facilitate the process of pulling together your tax information. *Print the tax organizer, enter your personal information, and fax or mail it to our office. Current clients should use the "proforma" tax organizer that includes prior year information and carryover data. If have not received your "proforma" tax organizer, contact the office to request a copy.
Engagement Letter - View
This page is to confirm and specify the terms of our engagement with you and to clarify the nature and extent of the services we will provide.
*You must have Adobe Acrobat Reader to view the Tax Organizer.